See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,017 | $58,694+39.7% | $142,863-42.6% | $85,850-4.5% |
| Participation rate | 50.0% | 58.5%-8.5pp | 71.9%-21.9pp | 69.3%-19.3pp |
| Annual return | 13.78% | 27.72%-13.9pp | 5637.54%-5623.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,154 | $1,423-18.9% | $4,144-72.1% | $2,565-55.0% |
| Participant deferral / active EE | $3,106 | $2,607+19.1% | $3,837-19.0% | $3,952-21.4% |
| Admin fee / account holder | $1,383 | $4,239-67.4% | $6,560-78.9% | $6,260-77.9% |